Bergenn Financial Group LLC

Eric helped our company with the implementing a retirement plan for all our employees - This isn’t a product Eric normally deals with. However he took time out of his busy schedule to help us be compliant virtually for free!

Stand up guy incredibly knowledgeable
Plan to use eric for all investing and retirement needs going forward

My wife and I have been working with Eric and his team for several years. They are meticulous in their approach – they never let anything slip to the cracks. They are also very attentive and proactive.

I have been working with Eric for more than a few years at this point. As an independent insurance broker, I speak with clients from all over New England, from all demographics, with varying levels of assets and varying plans for retirement. Some of my clients are individuals with big plans and others are families with no plans. Eric is my go-to referral partner for clients of mine who are in need of developing or tweaking their financial goals. I trust him explicitly and know that my clients will always be treated with the utmost professionalism when I refer them to him. Keep up the great work, Eric!!

Eric and his team have exceeded my expectations. My financial life is somewhat complicated, with a number of fluctuations and changes coming up (Sales/commission job, Engagement/wedding, buying a home/moving, etc.), and they helped us make sense of the next 5 years, 10 years, and 50 years as well.

What I like most about Eric, aside from his expertise, is his flexibility, availability, and his passion to do what is right for the individual. While I am the financial guru for my friend group, Eric does a great job of kindly and soundly reminding me of unique options that each person and family has based on their situation. He takes the time to truly understand what it is you want and how you can get there.

My hope was to gain clarity, build a plan, and achieve peace of mind, and that is exactly what happened. Thank you, Eric.